Best Access Advisors Capital Apps

Prism Capital App

2015-09-13

+14 Prism Capital Management offers the Trust Company of America 'Liberty' application to authorized investors, their representatives and Registered Investment Advisors (RIAs). Take the power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views of ... 9 MB Views 302

9.6

Della Parola Capital Management, LLC

2015-01-09

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+8 The Della Parola Capital Management iPad application enables authorized Della Parola Capital Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Della Parola Capital Management ... 1 MB Views 16

8.0

Investors Fundamentals Analysis

2015-04-12

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+5 Make better informed investment decisions. Straighttothepoint quantitative analysis of company fundamentals updated daily for each company. The app is free to download and includes free access to the 30 Dow Jones Industrial Average companies. Subscribe monthly for access to over ... 281 kb Views 2730

9.2

Evergreen Advisors

2015-05-30

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+9 This app allows client of Evergreen Advisors to securely view their account valuation, performance, and reporting information in an application developed specifically for mobile devices. Please contact Evergreen Advisors if you need to setup access at contactusevergreenadvisors.com or 4239331814 11 MB Views 9492

8.5

Capital Bank Mobile Banking

2015-01-10

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+6 IMPORTANT NOTICE FOR NEW USERS: Please note that you will need to login to Online Banking at the Capital Bank website (https://www.capitalbankus.com/) before you are able to access your accounts using the features of this app. Once you have confirmed ... 10 MB Views 3605

8.9

SFG App

2015-06-10

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0 SFG Asset Management offers the this application to authorized Trust Company of America investors, their representatives and Registered Investment Advisors (RIAs). Take the power of accessing your account information with you anytime and from anywhere. With comprehensive views of account positions, ... 8 MB Views 6789

9.1

Colson Financial Group

2015-10-06

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+10 Colson Financial Group, Inc. offers the Trust Company of America 'Liberty' application to authorized investors, their representatives and Registered Investment Advisors. Take the power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views of ... 8 MB Views 741

9.0

Fulkerson Capital Management

2015-10-18

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+14 Fulkerson Capital Management, LLC offers the Fulkerson Capital Management App to authorized investors and their representatives. Take the power of the Fulkerson Capital Management App with you and access your account information anytime and from anywhere. With comprehensive views of account ... 23 MB Views 5260

7.7

Fidelity Investments Professional App

2015-01-14

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+12 As a financial advisor, you need access to product information whenever and wherever you want. If you use an iPad, iPhone and/or iPod Touch, this free app gives you instant access to the latest fund and pool information from Fidelity ... NAN Views 1127

9.0

LPL Financial Mobile

2015-08-02

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+5 LPL Financial Mobile, exclusively for LPL Financial advisors, is a fast, secure service that allows you to stay connected to your clients and monitor accounts from your iPhone and iPad. If you are a client of an LPL Financial advisor, please ... 1 MB Views 5390

9.8

Creative Capital Management

2015-01-11

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+3 The Creative Capital Management Incorporated iPad application enables authorized Creative Capital clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Creative Capital client that has been ... 1 MB Views 2698

9.1

Portformulas App

2015-12-16

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+27 Portformulas offers this application to authorized investors, their representatives, and Registered Investment Advisors (RIAs). Take the power of the Portformulas app with you and access your account information anytime and from anywhere. With comprehensive views of account positions, transactions and performance, ... 8 MB Views 941

8.6

Amicus Financial Advisors, LLC

2015-08-27

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+21 The Amicus Financial Advisors, LLC iPad application enables authorized Amicus clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be an Amicus Financial Advisors, LLC client that has ... 1 MB Views 8906

8.3

Q3AM

2015-09-06

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+27 Q3 Asset Management offers the Liberty application to authorized investors, their representatives and Registered Investment Advisors (RIAs). Take the power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views of account positions, transactions and ... 8 MB Views 6283

6.9

Duckworth Wealth

2015-06-26

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+5 The Duckworth Wealth Advisors Mobile App allows authorized Duckworth Wealth Advisors clients to access their portfolio data in a format that was custom designed for mobile devices. This Mobile App allows you to view account information, balances and easily contact ... 3 MB Views 1919

9.0

Hicks Capital Management

2015-11-13

Related Apps ipad capital access authorized application

+5 The Hicks Capital iPad application enables authorized Hicks Capital clients to access their investment data in a simple elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Hicks Capital client that has been authorized for ... 1 MB Views 7640

9.0

Maryland Cap

2015-06-21

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+23 The Maryland Capital Advisors iPad application enables authorized Maryland Capital clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Maryland Capital client that has been authorized ... 1 MB Views 8990

7.9

RT Jones Capital Equities

2015-05-17

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+13 RT Jones Capital Equities offers the Trust Company of America 'Liberty' application to authorized investors, their representatives and Registered Investment Advisors (RIAs). Take the power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views ... 10 MB Views 3879

8.9

Nautilus Advisors LLC

2015-07-07

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-5 The Nautilus Advisors LLC iPad application enables authorized Nautilus Advisors LLC clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Nautilus Advisors LLC client that has ... 1 MB Views 8059

8.6

Avant-Garde

2015-02-27

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0 The AvantGarde Mobile iPad application enables authorized clients of AvantGarde Advisors to access their performance data on the go. Knowing how your investments are doing in a beautifully designed and easy to access app designed specifically for the iPad. REQUIREMENTS: You ... 1 MB Views 2756

9.3

Lehman Capital Advisors App

2015-04-23

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+3 Lehman Capital Advisors offers the Trust Company of America 'Liberty' application to authorized investors, their representatives and Registered Investment Advisors (RIAs). Take the power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views of ... 8 MB Views 2663

7.5

Versant Capital Management, Inc.

2015-11-17

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+17 TheVersant iPad application enables authorized Versant Capital Management, Inc. clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Versant Capital Management, Inc. client that has been ... 2 MB Views 8675

8.0

Envestnet

2015-05-03

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+20 Envestnet delivers an endtoend platform to help financial institutions and independent advisors deliver solutions to clients at all asset levels. The stateoftheart platform provides access to multiple investment programs, proposal generation tools, and account management resources. Key features of the ... 195 kb Views 9900

9.8

Titan Retirement Advisors, LLC

2015-11-05

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-4 Titan Retirement Advisors, LLC offers the 'Liberty' Application to authorized clients, their representatives and Registered Investment Advisors (RIAs). Take the Power the Titan Retirement Advisors App with you and access your account information anytime and from anywhere. With comprehensive views of ... 3 MB Views 4768

8.1

CEF Advisors Mobile

2015-09-22

-3 This mobile application for ClosedEnd Fund Advisors allows you to view your account holdings, valuation(s), performance, and reporting information for authorized users, in an application developed specifically for mobile devices. 2 MB Views 1331

8.5

Vivaldi Capital Management

2015-08-01

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-1 Vivaldi Capital Management’s iPad application enables authorized users to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a client of Vivaldi Capital Management authorized for the iPad application. ... 1 MB Views 485

8.6

Capital Advisers App

2015-04-09

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+3 Capital Advisers, Inc. offers the 'Liberty' Application to authorized investors, their representatives and Registered Investment Advisors (RIAs). Take the Power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views of account positions, transactions and ... 9 MB Views 3136

9.3

Retirement Advisors of America

2015-06-04

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-8 The Retirement Advisors of America iPad application enables authorized Retirement Advisors of America clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Retirement Advisors of America ... 2 MB Views 8643

8.3

New England Private Wealth Advisors, LLC

2015-12-19

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0 The New England Private Wealth Advisors iPad application enables authorized clients to access their performance data in a simple, elegant interface custom designed for the iPad. REQUIREMENTS: To utilize this application you must be a client of New England Private Wealth ... 1 MB Views 4983

8.4

Arcus Capital Partners

2015-01-15

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+7 The Arcus Capital Partners iPad application enables authorized Arcus Capital Partners clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Arcus Capital Partners client that has ... 1 MB Views 7134

9.2

Atlas Peak Advisors

2015-06-14

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+25 Atlas Peak Advisors, Inc.’s mobile application allows you to view account valuation, performance, and reporting information for authorized users of the firm. Available on the Apple operating system, clients can access the following data: Account Value Snapshots Performance reports Account positions by asset ... 3 MB Views 3512

7.2

Garrett Capital - TCA

2015-06-04

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-3 Garrett Capital offers the Trust Company of America 'Liberty' application to authorized investors, their representatives and Registered Investment Advisors (RIAs). Take the power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views of account ... 9 MB Views 1072

9.5

Secure Money Strategies App

2015-04-09

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-1 Secure Money Strategies, Inc. offers the Trust Company of America 'Liberty' Application to authorized investors, their representatives and Registered Investment Advisors (RIAs). Take the Power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views ... 10 MB Views 3315

9.4

FLCB Mobile Banking

2015-09-08

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+7 Now it’s easy to do banking 24/7 from your mobile device. FLCB Mobile Banking is free and allows you to safely and securely access your accounts, transfer funds, pay bills right at your fingertips. To start, enroll in Florida ... 4 MB Views 7144

9.6

White Horse Advisors

2015-11-20

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+3 The White Horse Advisors iPad application enables authorized White Horse Advisors’ clients to access their investment performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a White Horse Advisors client that ... 1 MB Views 9546

9.8

Janney Capital Markets Research

2015-06-01

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-1 The Janney Research iPad application is designed for institutional clients with a valid Janney Capital Markets Research Archive account. This application is free to download and offers a fast, innovative way for institutional clients to access Janney Capital Markets Research—virtually ... 3 MB Views 8868

9.1

Vicus Capital

2015-02-27

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+5 The Vicus Capital iPad application enables authorized Vicus Capital clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Vicus Capital client that has been authorized for ... 1 MB Views 7661

9.4

Green Square Capital

2015-07-03

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+5 The Green Square Capital Black Diamond iPad application enables authorized Green Square Capital clients to access their Black Diamond performance reporting data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Green ... 1 MB Views 2644

8.5

HBW Advisory Services LLC

2015-08-01

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-2 HBW Advisory Services LLC offers the Trust Company of America 'Liberty' application to authorized investors, their representatives and Registered Investment Advisors (RIAs). Take the power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views ... 864 kb Views 8055

8.1

S&P Capital IQ

2015-03-23

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+22 The S&P Capital IQ platform provides the most accurate and timely financial information to investment banks, asset management firms, private equity firms, and corporations around the world. The S&P Capital IQ app gives clients the freedom to access breaking news, ... 38 MB Views 1851

9.1

Shell Capital Management App

2015-04-02

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+6 Shell Capital Management offers the Trust Company of America 'Liberty' application to authorized investors, their representatives and Registered Investment Advisors (RIAs). Take the power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views of ... 10 MB Views 3111

9.8

Vanguard for Advisors

2015-10-12

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-3 As a financial advisor, you need uptotheminute information, no matter where you are. Vanguard’s industryleading mobile app for advisors gives you access to the latest product information, investment research, and economic commentary when you’re away from the office. Vanguard for ... 16 MB Views 6368

8.0

Phase 2 App

2015-03-18

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+22 Phase 2 Investment Advisers offers the Trust Company of America 'Liberty' Application to authorized investors, their representatives and Registered Investment Advisors (RIAs). Take the Power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views ... 8 MB Views 7480

8.2

Thomas Financial Advisors

2015-06-25

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-9 The Thomas Financial Advisors iPad application enables authorized Thomas Financial Advisors clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Thomas Financial Advisors client that has ... 1 MB Views 152

9.3

ShareBuilder Mobile

2015-06-28

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+23 Investing in your future shouldn't be daunting. With straightforward research tools, a simple comparison engine and portfolio analysis features, ShareBuilder gives you all the power, minus the clutter. And now you can fit your investing neatly into commuting time, wait ... 30 MB Views 1913

9.3

Horter Investment Management App

2015-03-11

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+10 Horter Investment Management offers the Trust Company of America 'Liberty' application to authorized investors, their representatives and Registered Investment Advisors. Take the power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views of account ... 8 MB Views 7843

7.8

MGO Investment Advisors App

2015-04-09

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+13 MGO Investment Advisors offers the Trust Company of America 'Liberty' application to authorized investors, their representatives and Registered Investment Advisors. Take the power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views of account ... 8 MB Views 2228

7.2

Lindbrook Capital

2015-01-09

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0 The Lindbrook Capital iPad application enables authorized Lindbrook Capital clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Lindbrook Capital client that has been authorized for ... 1 MB Views 9222

9.6

First Allied

2015-06-08

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+23 The First Allied app is a secure portal that allows First Allied financial advisors and assistants access from their mobile device(s) to tools to manage and grow their business. This unique platform provides advisors with a virtual office at their fingertips. ... 2 MB Views 4866

7.2

First Capital Mobile

2015-12-11

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-1 First Capital Federal Credit Union’s FREE Mobile Banking Application for the iPhone, iPad and iPod Touch BANK 24/7 Quickly and easily manage your accounts anytime, anywhere: •Check account balances •View transaction history including check images •Transfer funds and make loan payments •Transfer funds to another members ... 9 MB Views 472

9.0

AUA Capital Management

2015-10-01

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0 The AUA Capital Management iPad application enables authorized AUA Capital Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be an AUA Capital Management client that has ... 1 MB Views 2640

8.3

Prairie Wealth Advisors

2015-05-20

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+21 Mobile portal for clients of Prairie Wealth Advisors to see their performance. 3 MB Views 6453

7.5

RBC Research

2015-10-12

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+14 This application is free to download and designed for RBC Capital Markets' Institutional clients with a valid RBC Insight Portal ID and password. If you have forgotten your user ID/Password, please visit https://www.rbcinsight.com/. To request access, please contact your RBC ... 4 MB Views 1625

9.1

Karsten Advisors Mobile

2015-01-09

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+19 The Karsten Advisors iPad application enables authorized clients to access their performance data in a simple and elegant interface which was custom designed for the iPad. REQUIREMENTS: You must be a Karsten Advisors client that has been authorized for the iPad ... 1 MB Views 9211

9.0

Sandy Cove Advisors

2015-07-23

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0 This Mobile App allows you to view account information, balances and easily contact your advisor at Sandy Cove Advisors. 3 MB Views 1660

9.5

HY MT4 Mobile

2015-09-03

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0 The HY MT4 Mobile app enables you to trade all capital markets including Forex, Gold, Crude Oil, Commodities, Indices, Stocks and more directly from your iPhone using your HY Markets MT4 account. FREE to download, the app gives you full ... NAN Views 9195

7.8

Atlas Capital Management

2015-01-14

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+8 Atlas Capital Management Corp. offers the Trust Company of America 'Liberty' application to authorized investors, their representatives and Registered Investment Advisors (RIAs). Take the power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views ... 9 MB Views 7178

9.5

Tilden CM

2015-12-14

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+11 The Tilden Capital Management iPad application enables authorized Tilden Capital Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Tilden Capital Management client that has ... 1 MB Views 5865

7.5

CFANY

2015-12-13

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+25 The Capital Financial Advisors of New York iPad application enables authorized Capital Financial Advisors of New York clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a ... 1 MB Views 5825

9.6

Sojourn App

2015-08-03

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0 Sojourn Financial Strategies offers the Trust Company of America 'Liberty' application to authorized investors, their representatives and Registered Investment Advisors (RIAs). Take the power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views of ... 9 MB Views 246

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